Filed January 23, 2026 (most recent of 8 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3 years Filed as: BKD Service code 99 · EIN 11-1000111 190 E CAPITOL ST STE 500 · JACKSON, MS 39201 | Other Fees | $14,030 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,669 |
Service code 27 | Advisory (Plan) | $13,669 |
ERISA SERVICES, INC.1 year Filed as: ERISA SPECIALISTS/ BENEFITS PROFESS Service code 49 · EIN 90-1118690 302 EAST MAIN STREET PO BOX 1789 · ALBERTVILLE, AL 35950 | Other Services | $10,071 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,229 | $121,341-11.6% | $189,513-43.4% | $79,386+35.1% |
| Participation rate | 94.9% | 86.1%+8.8pp | 87.8%+7.1pp | 70.7%+24.2pp |
| Annual return | 16.31% | 21.08%-4.8pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,821 | $3,915-53.5% | $6,162-70.4% | $2,427-25.0% |
| Participant deferral / active EE | $3,342 | $6,395-47.7% | $8,221-59.3% | $4,046-17.4% |
| Admin fee / account holder | $56 | $651-91.4% | $12,045-99.5% | $626-91.1% |